Once a form has been created and provided to people to fill out, you will want to access and use that data.
Viewing the Form and Resulting Data
- Click the Forms
Icon to get to the Forms View.
- Find the form you wish to view in the list, and click the > arrow in the Actions column to open it.
- Here you will see a graph showing submission rates as well as details of those who have responded, and the data they provided.
- You can print this view, or export the response data from it to a .csv file using the links in the upper-right.
Using the Form
The options above the graph are for things you can do with the form. You can:
- Edit the form.
- Duplicate it to create a new form.
- Copy a link to the form to share anywhere you can paste it.
- Email a link to the form using the Communications module.
- Or preview the form.
Using the Data
Below the graph are the actions you can take with the form's response data.
Note: For Forms connected to a calendar, you'll need to click the > button next to the Event (listed by name, date, and time) before you'll see the options. For forms connected to an Event, or those with no connection, the options will show on the main view of the Form in question.
Link Names
Under responses, you can use this option to link respondents to existing Person records in Church360° if they have them.
Post Attendance
If the form is connected to an Event or Calendar, you will have a Post Attendance option to record attendance for the respondents. Once attendance has been posted, that same option will change to "View Attendance", and you'll be able to click there to see the attendance that was recorded previously.
Follow-up
This allows you to send follow-up communication to the respondents via the Communications module by Email, Text or Voice message.